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© 2014 HDR, Inc., all rights reserved. Jackie Hacker National Small Business Program Director MENTOR-PROTÉGÉ AND JV PARTNERSHIPS

MENTOR-PROTÉGÉ AND JV PARTNERSHIPSfiles.ctctcdn.com/1f89051b001/a5f8f38e-0813-44a2... · - Resume-Work Well Together ELEMENTS FOR A SUCCESSFUL MENTOR-PROTÉGÉ MATCH ... Daviess

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Page 1: MENTOR-PROTÉGÉ AND JV PARTNERSHIPSfiles.ctctcdn.com/1f89051b001/a5f8f38e-0813-44a2... · - Resume-Work Well Together ELEMENTS FOR A SUCCESSFUL MENTOR-PROTÉGÉ MATCH ... Daviess

© 2014 HDR, Inc., all rights reserved.

Jackie Hacker

National Small Business Program Director

MENTOR-PROTÉGÉ AND

JV PARTNERSHIPS

Page 2: MENTOR-PROTÉGÉ AND JV PARTNERSHIPSfiles.ctctcdn.com/1f89051b001/a5f8f38e-0813-44a2... · - Resume-Work Well Together ELEMENTS FOR A SUCCESSFUL MENTOR-PROTÉGÉ MATCH ... Daviess

“I have not failed.

I’ve just found 10,000 ways

that won’t work.

~ Thomas A. Edison

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� Characteristics of a Protégé Candidate

- STRATEGIC

- 8(a) Program, Established Business

- Remain Independent

- Resume

- Work Well Together

ELEMENTS FOR A SUCCESSFUL MENTOR-PROTÉGÉ MATCH

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“When you are surrounded by people

who share a passionate commitment

around a common purpose,

anything is possible.” Howard Schultz

CHARACTERISTICS OF A MENTOR

Commitment to

the Program

Established Method

For Success

Exposure across

the Mentor Firm

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OBJECTIVES

Attitude, Approach

Expectations, Clear Goals

Roles & Responsibilities

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� Stay on Track

- POC Designations

- Matrix = Development + Deadlines

- Early Pursuit Targets

- Established Recurring Calls/Meetings

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SBA includes JV’s

Department of Defense

Other

DIFFERENCE IN MENTOR-PROTÉGÉ PROGRAMS:

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�Build Relationship with right POC

�Past Performance Together

�Capabilities to meet SB Prime

�Financially Sound

�Like Client Base

�Complimentary

PARTNERING

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- Early Strategies

- Joint Venture (through 8(a) Program)

- Prime/Sub / Sub/Prime

PARTNERING

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- Mentor & Protégé EXPECTATIONS

- Development Opportunity not a Windfall of $’s

- Commitment by Protégé and Mentor

- Strategic Match

- Groundwork before an Agreement is Signed

TAKE AWAY

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Thank you!

Jackie Hacker

[email protected]

QUESTIONS?

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A Brief Introduction toSBA Programs & Services

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SBA Mission

Help U.S. small businesses start, grow, and succeed.

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Agenda

Small Business Facts

Role/Structure

Capital

Contracting

Counseling

Partners & Resources

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Small Businesses

�Make up 99.7% of all businesses

�57% of all employment

�Nearly 2/3rds of new jobs

�28 million small businesses

�70% are owned and operated by one

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SBA Loans

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SBA Structure

�Headquarters

�Region

�District

�Processing Centers

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Woods

on

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Labet

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Montgom

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ie Jeffers

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OzarkHowell

Camden

Pulaski

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Webster

Dade

Greene

Christian

Lawrence

Barry Stone

Taney

Wright Texas

Jackson

Cass

Johnso

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PettisCooper

HenryBenton

Morgan

Hickory St. Clair

Bates

Howard

Adair

Linn

Sullivan

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LafayetteSaline

ClayRay

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Grundy

Livingsto

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CarrollChariton

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Buchanan Clinton

Nodaway

Gentry

Platte

Holt

Andrew

Caldwell

Cedar

Barton

Wyando

tte

McDonal

d

Kansas

Missouri

Kansas City District Office

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SBA Programs & Services

Capital

Contracting

Counseling

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Capital

Loan Guarantees

Disaster Loans

Microloans

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How the SBA Loan Process

Works

� Borrower applies for loan to Lender

� Lender approves loan subject to SBA Guaranty

� Lender submits guaranty request to SBA

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What to Take to Your Lender

� Business Plan and Business History

� Resumes of Key Management

� Purpose for the Loan

� Cost Estimates for Loan Proceeds

� Financial Statements

� Cash Flow Projections

� Legal Documents

� Personal Financials & Tax Returns

� Proof of Equity investment (Start-ups)

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Eligibility

�Borrower must:

�be for-profit

�be “small”

�have utilized outside sources of capital

�have an eligible purpose:

- no investments

- no speculation

- no re-lending

- must be a legal activity

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Borrower Requirements

� Good character

� Management expertise

� Commitment to succeed

� Reasonable business equity

� Feasible business plan

� Adequate working capital

� Ability to repay

� Citizen or lawful permanent resident

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Collateral

�Loan must be adequately secured to the extent available

�Personal guarantees of all 20% or more owners

�Liens on personal assets if under-collateralized by business assets

�Lack of collateral is not sole reason for decline

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Program Examples

�7a

�Land purchase

�Expand/renovate facilities

� Inventory

�Supplies

�Working capital

�Raw materials

�504

�Long-term fixed assets

�Through CDC

�Real Estate

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Guaranty Fee

� SBA charges the lender a guaranty fee

� Fee may be passed on to the Borrower

� Loans < $150,000: 2% of SBA portion

� > $150,000 to $700,000: 3.0% of SBA portion

� > $700,000 to Maximum Loan Amount: 3.5% of SBA

portion

� If SBA Portion > $1,000,000: Fee is 3.5% of SBA

guaranteed portion up to $1,000,000 plus 3.75% for any

guaranty portion over $1,000,000

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Contracting

�Tools

�8a

�HUBZone

�Certifications for disadvantaged businesses

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8a

The 8(a) Business Development Program supports small and disadvantaged businesses.

• Program Offering: Provides socially and economically disadvantaged small businesses with:

• procurement assistance

• individual business counseling

• Target Audience: There are four groups identified as socially disadvantaged under the 8(a) Program: African Americans, Hispanic Americans, Native Americans, and Asian Americans.

• Duration: 9 years

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HUBZone� The HUBZone program provides contracting assistance to

small businesses located in economically distressed area, to promote job growth, capital investment and economic development.

• Benefits: The program’s benefits for HUBZone-certified companies include competitive and sole source contracting, a 10 percent price evaluation preference in full and open contract competitions.

• Qualification Requirements:

o Its principal office must be located within a “Historically Underutilized Business Zone”

o At least 35% of its employees must reside in a HUBZone.

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Surety Bond Program

� Provides bond guaranty up to $6,500,000 (may go up to $10.0MM for certain projects)

� Covers bid, performance, and payment

� Must be executed in connection with an eligible contract

� Guarantees 90% of losses on bonds up to $100,000 and 80% of losses on all other bonds issued.

� Preferred Surety Bond (PSB) provides 70% guaranty.

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Counseling

Partners & ResourcesKansas Small Business Development Center(s)913-469-3878

Women’s Business Center913-492-5922

Veterans Business Resource Center816-426-4900

SCORE816-235-6675

Procurement Technical Assistance Centers913-469-2313

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Small Business Development

Centers

SBDC advisors provide aspiring and current small business owners a variety of free business consulting and low-cost training services including: business plan development, manufacturing assistance, financial packaging and lending assistance, exporting and importing support, disaster recovery assistance, procurement and contracting aid, market research help, 8(a) program support, and healthcare guidance.

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Women’s Business Center

�Entrepreneurial Resources

�Credit Building

�Certification

�Export

�Foundations

�Funding

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PTAC

�Determining Suitability for Contracting

�8a, HUBZone, SDB + certifications

�Marketing

�Research

�Training

�Proposal Preparation

�Registrations

�Audit Preparation

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Veterans Business Resource

Center

� Mission: to assist veterans and former service members that want to launch, grow, or sell a their businesses. We provide counseling, mentoring, resources, and education for those seeking the next level of achievement.

� Goals: to honor the men and women who have served our country and to assist them in their entrepreneurial endeavors.

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Advocacy

�Small business watchdog

�Represents small business to federal agencies, Congress, the president and federal appellate courts

�Researches small business issues and develops publications to inform policy makers

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Ombudsman

�Reaches to small businesses for comments regarding excessive fines, penalties or unfair regulatory enforcement

�Collects comments

�Can look at individual issues

�Rebecca Greenwald: 515-284-4554

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Other Resources

�KCSourcelink

�Local Chambers

�Economic/Community Development

�KCMO CDE

�Community Foundations

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www.sba.gov

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Kansas City District Office

816-426-4900

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15621 W. 87th Street, #263

Lenexa, KS 66219

Tel: (913) 200 0568

[email protected]

SBA’s Rule

On Size And Status Representations

An Ascentra Group LLC Presentation

November 6th 2014

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Overview

� Understanding the rule

� What you should do to prepare

� Q&A

Preparing For SBA’s Rule On Size And Status Representations

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UNDERSTANDING THE RULE

� Effective August 27, 2013

� Implements “presumption of loss” provisions of the Small Business Jobs Act of 2010

• Jobs Act established a presumption of loss to the government from a size or status misrepresentation equal to the total amount expended on a contract obtained by misrepresentation

• Designed to prevent and deter fraud and misrepresentation in small business procurements

• Expected to boost prosecutions by increasing the dollar value of size/status misrepresentation cases

Preparing For SBA’s Rule On Size And Status Representations

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ELEMENTS OF THE RULE

� Presumption of loss

� Deemed certifications

� Signature requirement

� Limitation of liability

� Annual recertification

� Applicability to subcontractors

� Penalties

Preparing For SBA’s Rule On Size And Status Representations

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HOW TO PREPARE

� Conduct an Internal Review

� Develop, Implement & Enforce Corporate Policy and Procedures

� Conduct risk analysis for your contracts and teamingpartners

� Update teaming agreements, letters of intent and subcontracts

� Others

Preparing For SBA’s Rule On Size And Status Representations

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Process Mapping

� Annual SAM certifications

� Responses to Market Research

� Proposals/Contracts

� Multi-year Contract Options, Sole Source and Task Orders

� Others?

Preparing For SBA’s Rule On Size And Status Representations

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Example Mapping Process

Preparing For SBA’s Rule On Size And Status Representations

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Example Mapping Process

Preparing For SBA’s Rule On Size And Status Representations

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US Army Corps of Engineers

BUILDING STRONG®

Kansas City District – 101

Part 1 – Who Are We

Chris Prinslow

Jason Leibbert

Kansas City District

06 NOV 2014

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BUILDING STRONG®

Agenda

� Intro to USACE - From HQ to NWK

� NWK – Who Are We and Who Are You Talking To

� Etiquette When Talking with NWK

� Questions

2

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BUILDING STRONG®

U.S. Army Corps of Engineers

238 Years of Service to the Nation

The Pentagon

Washington Monument

Lincoln Memorial

U.S. Capitol

Wankel T. Rex

Panama Canal

Kennedy Space Center

Bonneville Dam

3

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BUILDING STRONG®

USACE Organization and Manpower

FOAs=HECSA,IWR,MDC,UFC,ULA OPCON to USACE when not deployed Full-Time Equivalent (FTE)

FEST Team102 FTE(34 Uniformed Military)

Distribution of Civilian Full Time Equivalents (FTE)& Uniformed End Strength (ES)

USACEOrganization

Civilians:

Uniformed:

35,683 FTE Allocated

782 Authorized (Officer/Enlisted)

HQUSACE: 927 FTE (3%)(46 Uniformed Military)

Division HQ: 872 FTE (2%)(27 Uniformed Military)

ERDC, Centers& FOAs:4,120 FTE (12%)(31 UniformedMilitary)

Prime Power:30 FTE(343 UniformedMilitary)

Districts:29,248 (83%)(301 UniformedMilitary)

HQUSACE

Divisions (9) EngineerR&D

Center

Centers (2)

Field Operating Activities (FOA) (5)

249 EN BN(PrimePower)

Districts (43) – US (39)/Outside of US (4)

Centersof

Expertise

AreaResident

Project Offices

MaterialTest Labs

O6/15 O5SES

Engineer

Commands

(2 ENCOMs)

Workforce Size Driven by Customer Programs – 95% FTE Project Funded

Centersof

Standardization

O5/O6

Key:- Direct Funded- Direct Funded- Project Funded- Project Funded

4

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BUILDING STRONG®

USACE Mission Areas

• Acquire, Manage and Dispose• DoD Recruiting Facilities• Contingency Operations

• Intelligence

• Federal• State • Local• International

Homeland

Security

• Critical Infrastructure• Anti Terrorism Plans

• Facility Security

Real

Esta

te

• Military Construction • COCOM Support ,Overseas Contingency Operations (OCO)• Installation Support, Environmental, Energy and Sustainability

Civ

il W

ork

s• Navigation, Hydropower• Flood Control, Shore Protection• Water Supply, Regulatory • Recreation, Disaster Response• Environmental Restoration

Research & Development• Warfighter• Installations & Energy• Environment• Water Resources

BUILDING STRONG – USACE Supports the Army and the Nation

Geospatial Support

Partnership

• Common Operating Picture/Environment• Support to Emergency & Contingency Ops

• Support to Civil Works Programs• Support to Military Programs

5

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BUILDING STRONG®

USACE Civil Works Boundaries

6

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BUILDING STRONG®

Northwestern Division

� Five districts

� 4,500+ employees

� 370,000 square mile boundary, encompassing all or part of 12 states

� 1,220 miles of commercial waterways

� 44 flood control lakes/reservoirs

7

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BUILDING STRONG®

Colorado

Iowa

Missouri

Kansas

Nebraska

Kansas City

Civil Works Boundary

Operations Projects

Regulatory Offices

PERRY

CLINTON

POMONA

HARLAN COUNTY

WILSON

KANOPOLIS

TUTTLE

CREEK

MILFORD

MELVERN

SMITHVILLE

RATHBUN

Lake of

the Ozarks

POMME DE

TERRESTOCKTON

LONG

BRANCH

BLUE SPRINGS

HILLSDALE

LONGVIEW

HARRY S.

TRUMAN

Sioux City, IA

Rulo, NE

St. Louis, MO

Missouri River

Area Office

Kansas City District – Civil Works Boundary

8

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BUILDING STRONG®

Colorado

Iowa

Missouri

Kansas

Nebraska

Kansas City

Military Works Boundary

US Army Installations

US Air Force Bases

Lake City AAP

Sunflower AAP

Kansas AAP

FT Leavenworth

FT Riley

FT Leonard Wood

McConnell AFB

Whiteman AFB

Sioux City, IA

Rulo, NE

St. Louis, MO

Kansas City District – Military Boundary

9

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BUILDING STRONG®

NWK - Civil Works

10

Blue River Channel,

Kansas CityHarry S. Truman Dam

BPU Floodwall Modification,

Kansas City

Levee Repair

Chariton County, MO

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BUILDING STRONG®

NWK Civil Works Project - Turkey Creek Basin

11

Flood Risk Reduction ProjectAuthorized: Water Resourced Development Act, 1999

Total Project Cost: $145 million

Scope: The Project includes improvement to approximately 10,000 feet of channel, which is located along the Interstate 35 corridor, Southwest Boulevard residential and commercial area, and into the Central Industrial District of Kansas City, Kansas and Missouri.

Railroad Bridge Replacement

Walled Channel Construction

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BUILDING STRONG®

NWK Civil Works Project – Clinton Lake

12

Authorized Purposes: Flood Damage Reduction, Fish and Wildlife, Water Quality, Water Supply, RecreationClosure: 1977Impoundment: 1980Total Project Cost: $55 million

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BUILDING STRONG®

NWK - Military Construction

13

FT Riley

FT Leonard WoodFT Leavenworth

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BUILDING STRONG®

NWK Project - Ft. Riley Hospital Replacement

14

Military Construction – ArmyFt. Riley

Project Cost: $346 million

Scope: The Fort Rileyreplacement hospital consists of 550,000 square feet of clinic and hospital space, with 44 inpatient beds and a behavioral health unit. The facility uses several evidence based design concepts, such as a healing garden and labyrinth. The hospital was designed, and is being constructed, to be a world class facility that will provide superior health care to former, current and future soldiers and their families.

Hospital is 97% complete

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BUILDING STRONG®

NWK Project - KC-46A Pegasus

15

Military Construction – Air ForceMcConnell Air Force Base

Project Cost: $267 million

Scope: The United States Air Force has designated McConnell Air Force Base, Kansas, as the first Main Operating Base for the KC-46A tanker aircraft. Facilities and related infrastructure configured to house the KC-46A are required to support this mission. This program consists of sixteen individual construction projects that will be designed and constructed over the next four fiscal years (FY).

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BUILDING STRONG®

NWK – Environmental Program

16

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BUILDING STRONG®

NWK Project - Former Nebraska Ordnance

Plant – Mead, Nebraska

17

Total Site Restoration Project:

History: Load and Pack Facility: Bombs, shells, and rockets were assembled at four individual bomb load lines from 1942-1945

Total Project Cost: $235 millionScope:� Soil Remediation

► Excavate 17,000 yd3 explosives contaminated soil

► Incinerated on-site

� Site-Wide Groundwater

► 12 containment wells

► 3 focused extraction wells

► 4 groundwater treatment plants

(Operate 100+ yrs)

Incinerator

Treatment Plant

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BUILDING STRONG®

What’s The Point?

The part of the Corps that you know about, is only one

small part of the whole Corps

Good News – The Corps is a very diverse agency with

many opportunities for work in many different areas

Bad News - The Corps is so diverse that sometimes it’s

hard to figure out who is who

18

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BUILDING STRONG®

Now What?

So – If the Corps is such a big place, how do I even know

where to start or who to talk to?

Good Question. That’s why we’re here

19

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BUILDING STRONG®

NWK – Who We Are and Who

Are You Talking To

Kansas City District Org Chart & Explanation

• Program & Project Management

• Engineering

• Construction

• Operations

• Contracting

• Regulatory

• Small Business Advocate

20

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BUILDING STRONG®

NWK – Who We Are and Who

Are You Talking To

Kansas City District Org Structure

Commander = Colonel – rotate every few years

Deputy Commander = Lieutenant Colonel – rotate

Civilian Deputy to the Commander = permanent

Division Chiefs – 7 in District

Branch Chiefs – about 25 in District

Section Chiefs – about 70 in District

Staff – about 830 in District

21

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BUILDING STRONG®

NWK Program & Project Management

Primary Function: Overall responsibility for project delivery

– i.e. scope, schedule, budget – i.e. the money guys

Main Points of Contact:

Steve Iverson – Chief of PPM and Civilian Deputy to CMDR

Tom Graff – Chief of Military PM Branch

John Holm – Chief of Civil Works PM Branch

Jennifer Switzer – Chief of Planning PM Branch

Scott Young – Chief of HTRW PM Branch

PM is best suited to answer questions about current &

future work opportunities, upcoming contract

solicitations

22

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BUILDING STRONG®

NWK Engineering

Primary Function: Overall responsibility for technical

quality of designs – i.e. the technical guys

Main Points of Contact:

Dave Mathews – Chief of Engineering Division

Jim Turner – Chief of Design Branch

Jake Owen – Chief of Geotechnical Branch

Eric Shumate - Chief of Hydrology & Hydraulics Branch

Jason Leibbert - Chief of Environmental Branch

Jason Sheeley – Chief of Geospatial Branch

Engineering is best suited to answer questions about

technical or quality requirements

23

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BUILDING STRONG®

NWK Construction

Primary Function: Overall responsibility for on-site

construction management including quality and

contract administration – i.e. the guys who actually

build stuff

Main Points of Contact:

Rex Ostrander – Chief of Construction Division

Chris Prinslow – Area Engineer, KC Area

Jesse Vance – Area Engineer at Ft Leonard Wood

Mark Schuler – Area Engineer at Ft Riley

Construction is best suited to answer questions about

current construction projects

24

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BUILDING STRONG®

NWK Operations

Primary Function: Overall responsibility for ongoing

operations at dams & lakes – i.e. the Rangers and lake

managers

Main Points of Contact:

Stu Cook – Chief of Operations Division

Kelly Ryan – Chief of Technical Services Branch

Jud Kneuvean – Chief of Emergency Operations Branch

Mark Frazier - Chief of Regulatory Branch

Operations is best suited to answer questions about

existing infrastructure at the Lakes and Dams and

operation of Missouri River.

25

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BUILDING STRONG®

NWK Contracting

Primary Function: Overall responsibility for contract

acquisition and administration – i.e. the contracting

officers

Main Points of Contact:

Teresa McCarthy – Chief of Contracting Division

Nick DeGuire – Chief of Military Branch

David Walsh – Chief of Civil Branch

LTC John Pratt - Chief of HTRW Branch

Contracting is best suited to answer questions about

contract administration. Note: Contracting Officer’s

Reps (CORs) can be in Engineering or Construction

26

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BUILDING STRONG®

NWK Regulatory

Primary Function: Responsible for administering and

enforcing requirements of Clean Water Act Section

404 – i.e. the permit guys

Main Points of Contact:

Mark Frazier – Chief of Regulatory Branch

David Hibbs – Assistant Branch Chief

MO and KS Offices in Jeff City, Truman Lake and

El Dorado, KS

Regulatory is best suited to answer questions about

anything on or close to the water – river and lakes

27

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BUILDING STRONG®

NWK Small Business Advocate

• If you don’t already know Arthur Saulsberry – you

need to meet him

• Let him be your source of information and interface

with the rest of the District

• He can help direct you to the right person/people in

the District you want to talk to

• He can help transmit your materials/information to the

right people in the District

28

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BUILDING STRONG®

Etiquette When Talking to NWKUse your existing points of contact if you currently hold a

contract or are actively working on a project

Observe and follow the chain of command – i.e. don’t

email or call the Contracting Officer if you haven’t

already gone through the Contract Specialist or COR

Same for construction projects – don’t go straight to the

Resident or Area Engineer without first talking to the

Construction Representative/COR.

If you have no other POC info, use the NWK website for

phone numbers.

29

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BUILDING STRONG®

Questions?

30

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US Army Corps of Engineers

BUILDING STRONG®

Kansas City District – 101

Part 2 – Tips for Small Businesses

Chris Prinslow

Jason Leibbert

Kansas City District

06 NOV 2014

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BUILDING STRONG®

Agenda

� Advice and Tips for Small Business working for

NWK, or who want to work for NWK

� Respond to audience questions received in

advance

� Open Q&A

2

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BUILDING STRONG®

Advice and Tips for Small

Businesses

Common Pitfalls:

• Quality of work products

• Misunderstanding of contract requirements

• Errors or late billing/invoicing

• Too eager or unrealistic

• Assume all Districts operate the same

• Forget who is the actual client

3

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BUILDING STRONG®

Advice and Tips for Small

Businesses

Common Pitfalls - Quality of work products

• Check your own work and follow your own internal

QA/QC procedures. Bonus Points – provide us with

documentation that you followed your own process

• Check the work of other subcontractors or vendors

• Provide accurate and timely reporting of any quality or

schedule problems and corrective actions

• Actually follow-through on corrective actions and

provide documentation. Ask questions if not clear

4

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BUILDING STRONG®

Advice and Tips for Small

Businesses

Common Pitfalls - Misunderstand contract requirements

• Ask for clarifications during proposal stage and also

during execution

• Do not ever exceed or go beyond the terms and

conditions of the contract – dollars, dates and working

at risk. Fastest way to get in trouble

• Do not ever take direction from someone other than

the KO. Only the KO can change the terms of a

contract – not the PM, the COR or the Stakeholders

5

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BUILDING STRONG®

Advice and Tips for Small

Businesses

Common Pitfalls - Errors or late billing/invoicing

• Double check all billing or invoicing for simple

administrative errors. Simple is never simple in gov’t

contracting

• Ask for examples at beginning of new contract

• Be timely with billing – get in a routine

• Follow-up if you see no action or payments

6

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BUILDING STRONG®

Advice and Tips for Small

Businesses

Common Pitfalls - Too eager

• You may be awesome, but let us see that through the

work and not through your words

• Be realistic in proposals and negotiations. If we ask

you to confirm your bid or “are you sure that your bid

is complete?” – that means we think you missed

something or are way too low.

• Do not take chances or put some aspect of the project

above the terms & conditions of the contract.

** Do not ever work at risk

7

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BUILDING STRONG®

Advice and Tips for Small

Businesses

Common Pitfalls – Assume all Districts operate the same

• Districts are not the same. Don’t tell me “that’s not

how So-and-So District does it”

• Ask for examples and ask for clarifications

• When it comes to technical quality issues and

contract compliance questions – don’t ever assume

you know what our answer will be because that’s how

it worked last time or at another District

8

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BUILDING STRONG®

Advice and Tips for Small

BusinessesCommon Pitfalls - Forget who is the actual client

• Depending on the project – the Installation is not your

client, or the City, or the public, or any other

Stakeholder besides USACE if you are the holder of

the prime contract. Do not ever accept assignments

from or make commitments, beyond the terms &

conditions of your contract.

• If you are a subcontractor to a prime, then the prime is

your client and not anyone else. The Gov’t has no

direct relationship with subcontractors. (Unless there

some sort of compliance problem with the prime – in

which case please notify us).

9

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BUILDING STRONG®

Responses to Audience Questions

Received in AdvanceQuestion:

Do you evaluate your small business MATOCs differently than

your unrestricted MATOCs for a new task order award? Is

there anything specifically that you look at differently?

Response:

No. Task Orders are basically always competed now, almost

like a mini source selection. Each task order is separate and

stand-alone and can use different evaluation criteria. The

evaluation can best a best value trade-off or an LPTA. There

is no real difference between a task order competition on a

small biz MATOC vs a large biz MATOC.

10

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BUILDING STRONG®

Responses to Audience Questions

Received in Advance

Question: What happens if you don't meet your small

business goals? Does the District get penalized?

Response:

Not exactly sure. The goals are very important and are

closely monitored. The goals are reported up to HQ.

However, there is some leeway to aggregate the goals at

the Division level, so if one District is struggling, another

District may pick up the slack. Goals that are set at the

beginning of the year can be adjusted during the year

(with higher level approval). Example - FY 14 and KC-46

at McConnell

11

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BUILDING STRONG®

Responses to Audience Questions

Received in AdvanceQuestion: What are you doing as a District to help your large

businesses work better or mentor the small businesses?

Response:

Really good question. NWK does establish goals for large biz

prime contractors to subcontract with small biz.

JVs have some competitive advantages and somewhat

encourage large & small partnerships.

When we use a small prime with a large team subcontractor,

we encourage the prime to take full advantage of the large

sub’s resources & capabilities & experience.

Any Suggestions for us?

12

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BUILDING STRONG®

Responses to Audience Questions

Received in AdvanceQuestion: What is the best way for me to be able to come in

and speak with PMs and management to discuss

capabilities and upcoming work potential?

Response:

It depends. If you already have a contract with us, you should

already some POC info. Use it. Or call Arthur

If you don’t already have a contract then this kind of

capabilities briefing has little value (unless you are 8a)

because most task orders are competed. Almost nothing

is awarded without competition.

Upcoming work potential – look for the SAME functions.

NWK almost always attends. Or NWK website(?)*

13

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BUILDING STRONG®

Open Q&A

14